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Estate Planner

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GCB Recruitment 70000.00 British Pound . GBP Per annum

2024-09-29 02:31:39

Job location Weldon, Northamptonshire, United Kingdom

Job type: fulltime

Job industry: Accounting

Job description

Due to expansion, our clients are looking for a Self-Employed Estate Planner to join their team in Northamptonshire working on a hybrid basis and service their existing clients.

There would also be the opportunity to be an integral part of the company s expansion into this sector.

Salary package on offer for the Estate Planner:

  • Commission-only role with OTE of £50,000 - £70,000
  • Attractive Commission Splits
  • Access to an existing client bank and consistent lead flow

Working Hours:

  • (Hybrid) Flexible working hours

Requirements for the role of Estate Planner:

  • Private Client experience
  • Legal background or member of the Society of Will Writers
  • Ability to use legal software
  • Strong communication skills; both written and verbal
  • Driving Licence, with access to your own vehicle
  • Have a keen eye for detail
  • Able to cultivate strong client relationships and demonstrate a deep understanding of their needs

Responsibilities for the role of Estate Planner:

  • Attending new and existing clients in the office, their homes, or via video conferencing
  • Advising clients on estate planning solutions
  • Accurately maintain client records and correspondence
  • Manage an incoming caseload and work with those parties involved towards the successful completion of a case
  • Prioritise and manage your own caseload to deliver against targets

Inform a friend!

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